Top 15 client portal software
Your client portal software should help you build the exact customer experience you want to provide. We’ve rounded up some of the best options.
- Zendesk
- Huddle
- Zoho Creator
- Portal
- HappyFox
- MyDocSafe
- SupportBee
- Clinked
- AzureDesk
- Kahootz
- Onehub
- Nimbus Note
- Accelo
- MangoApps
- MOXTRA
1. Zendesk
Zendesk’s client portal empowers customers to find what they’re looking for when they need it most. Our portal allows for quicker response times, transparent communication, and easily accessible information so businesses can build strong relationships with their customers.
Customers can check the status of their support requests, review updates to their knowledge base and community contributions, and subscribe to specific content—all from a single location. They can also create new requests directly on the portal.
Key features:
- Brand customization
- File management
- Collaboration tools
- Billing
- Self-service options
- Knowledge base
- Ticket management
- Community forums
2. Huddle
Huddle is geared towards complex client engagements where data security is a top priority. Its portal is centered around “Workspaces,” where you can organize people, files, tasks, and conversations associated with a project in a single space. In this way, Huddle is both a client portal and a task management tool.
Since it’s designed more like a document and task management tool, it’s not as well suited to customer service teams with a high volume of tickets.
Price: Contact vendor for pricing.
Key features:
- Custom branding
- File management
- Online document collaboration
- Secure file sharing
3. Zoho Creator
Zoho Creator is an impressively flexible collaboration platform that anyone can use to build a variety of portals. Zoho is versatile enough to create portals for client help desks, customer support, project management, HR, and even order fulfillment.
Zoho Creator is so flexible because it provides a low-code platform to develop all kinds of applications, not just portals. But that means it’s on the pricier side as far as client portal software goes.
Price: $37 per month for Premium ($27 per month if you pay yearly) or $40 per month (billed annually) for the Ultimate plan.
Key features:
- Brand customization
- File management
- Collaboration tools
- SDKs, APIs, and widgets
- Billing
- Self-service portal
- Knowledge content management
- Email ticketing
- Discussion forums
4. Portal
Portal is intuitive customer portal software that provides modules for messaging, billing, files, e-signatures, forms, and knowledge bases. There’s also a module for embedded dashboards that allows you to connect analytics software to your portal. It’s simple to set up and use, but it doesn’t include vital customer support functions like ticket routing.
Price: The Standard plan costs $59 per user per month, and the Professional plan costs $95 per user per month, with a 20 percent discount for annual subscriptions.
Key features:
- Brand customization
- Files and e-signatures
- Messaging tools
- Global and client-specific extensions
- Customer payments
- Self-service portal
- Knowledge base management
5. HappyFox
HappyFox’s client portal software offers a wide range of self-service options for customers, including support for ticket tracking, community forums, and knowledge bases. It also allows plenty of customization using HTML, CSS, and JavaScript.
Price: $39 to $99 per user per month.
Key features:
- Brand customization
- Secure file sharing
- Customer billing
- Self-service knowledge base
- Content management
- Ticket routing, categorization, and tagging
- Community forums
Learn more about Zendesk for HappyFox.
6. MyDocSafe
A basic program for onboarding clients and sharing files, MyDocSafe provides secure client portal software that also includes document management, billing, e-forms, ID verification, and automation. Using MyDocSafe, you can share files and documents for signing, and collect customer data with forms.
MyDocSafe’s customizable workflows enable you to completely automate the onboarding process, too.
Price: $20 to $28 per user per month (when billed annually).
Key features:
- Customizable workflows
- Fully customizable portals
- Full audit trails
- Secure document management
- Data security
- Customer payments
- Self-service options
- Multi-party signing
7. SupportBee
In addition to its simple, intuitive ticketing system, SupportBee provides client portal software that’s great for small teams. The company’s customer portal allows clients to submit new support requests and check in on past ones. SupportBee’s software is also unique in how it handles customer logins: Rather than requiring customers to remember usernames and passwords, agents can send private links that customers can use to access the portal.
Price: $20 per user per month, with a 13 percent discount for annual subscriptions.
Key features:
- Portal customization
- Domain mapping
- Shareable private portal links
- Secure file sharing
- Billing
- Self-service knowledge base
- Ticket management
- Discussion forums
8. Clinked
Designed for a variety of industries, Clinked consolidates communication between clients and internal teams in a secure, mobile portal. It doesn’t natively provide ticket tracking, a knowledge base, or forum accessibility, but customers can make service requests through Clinked. It’s also secure, mobile, and fully customizable.
Clinked is a good fit if you’re looking for a portal that’s focused on project collaboration. With real-time chat and document collaboration tools, it’s a great option for centralized task management.
Price: $99 to $995 per month, with a 35 percent discount for those who purchase a two-year plan.
Key features:
- Branded portals
- Real-time file sharing
- Document collaboration tools
- Secure document management
- Live chat
- Mobile app
9. AzureDesk
AzureDesk is a robust help desk software solution that includes self-service customer portals as well as ticket routing, knowledge base management, and email-to-ticket conversion. Once you’re registered with AzureDesk, you’ll have an admin portal where you can add FAQs, knowledge base articles, and more to your customer support portal.
Using an AzureDesk portal, your customers can easily search your knowledge base and look up and make new requests. It’s customizable, too, so you can give your client portal the look and feel of your brand.
Price: $33 per user per month when billed annually, and $50 per user per month when billed monthly.
Key features:
- Domain mapping
- Branding customization
- FAQs
- API
- Secure file management
- Payments
- Knowledge base management
- Ticket routing
- Community forums
10. Kahootz
If it’s secure enough for the UK Ministry of Defence, Kahootz is probably secure enough for you. And on top of high security, Kahootz provides intuitive, powerful customer portal software that includes forums, document management, surveys, content creation, and much more. Similar to Huddle, Kahootz is as much a project management tool as it is a client portal, but it doesn’t provide ticket routing.
Price: Contact vendor for pricing.
Key features:
- Portal customization
- Customer surveys
- Forums
- Secure data sharing and file management
- Content management
- Document collaboration tools
- Billing
11. Onehub
Onehub is a virtual data room that improves how businesses interact with clients and facilitates collaboration between coworkers. With secure online data sharing, teams can exchange even the most sensitive information and set access permissions by labeling users with different roles (such as administrator, creator, and viewer).
This client portal can also be customized to suit your company’s branding. And with cloud storage capability and drag-and-drop uploading, moving information around is a fast and easy process that can be done securely from anywhere. Bank-level encryption—along with role-based permissions, session timeouts, and two-factor authentication—keeps data safe.
Price: Plans range from $15 to $575 per month, with a 20 percent discount for annual subscriptions.
Key features:
- Communication management
- Employment activity monitoring
- Secure file viewer
- Version control
- Discussions/forums
- Offline access
- Document classification
- Full-text search
12. Nimbus Note
The Nimbus Web Platform includes several streamlining tools, including Nimbus Clipper for organization, Nimbus Clarity for optimizing communication, and Nimbus Note for creating client portals, databases, lists, and more. This platform lets you invite customers into your portal, capture useful feedback, and send videos or screenshots. Create guest accounts, set workplace access, and send invitations in a few clicks.
Price: Nimbus offers a free version, with paid accounts starting at $5 per month or $48 per year.
Key features:
- Access controls/permissions
- Document management
- Meeting notes
- Mobile access
- Real-time editing
- To-do list
- Version control
- Notes management
13. Accelo
Accelo is a cloud-based client work management platform with a high-quality client portal feature. Encourage customer self-sufficiency by inviting clients to your portal and granting them online access to all their relevant data, including account information, requests, quotes, invoices, retainers, and more.
With on-demand access to key information, clients and other stakeholders can track projects in real-time, submit requests, and review documents.
Price: $30 to $49 per month, with a 25 percent discount for annual subscriptions.
Key features:
- Sign-off module
- Portal permissions
- Customization
- Online invoicing
- Search filter
- 24/7 client portal access
14. MangoApps
MangoApps is a digital hub for communication and collaboration. It helps ensure employees can always access the information they need to see projects to completion and provide top-notch support to clients. And with enterprise-level security, MangoApps promises that even the most sensitive information can make the rounds without risk.
Customize your widget-based dashboard to match your brand’s look and feel. And thanks to a modern interface modeled after the most-used social media platforms, users can interact through emojis, comments, and groups. Plus, by using unified reporting and analytics, you can track and monitor activity to get full visibility into how people use the platform.
Price: Contact vendor for pricing.
Key features:
- Learning management system
- Interactive forms and tracker spreadsheets
- Custom workflows
- Surveys and polls
- Employee directory
Learn more about the MangoApps integration with Zendesk.
15. Moxtra
Moxtra is a client interaction hub that helps you streamline how you communicate and share information with your customers. From securing purchase orders to opening accounts, Moxtra facilitates seamless interactions that help boost customer satisfaction.
Embed your client portal directly into your website, or configure your own private label app for mobile devices. Integrated workflow capabilities include secure messaging, virtual data rooms, video meetings, digital signatures, and more. Moxtra also uses Webhooks to ensure your client portal integrates with your existing tech stack.
Price: $100 to $480 per month, with discounts available for annual subscriptions. Custom plans are also available.
Key features:
- Activity dashboard
- Reporting/analytics
- Template management
- Customizable forms
- Spotlight and visual annotations